Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
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Contracted AI
1 video · 6mAkamai ties $2.8B of commitments to a fourth-quarter revenue ramp and says older GPUs retain value.
Akamai has signed $2.8B of multiyear cloud commitments
Akamai CEO Tom Leighton says the company has already signed $2.8 billion of multiyear cloud commitments and expects the associated revenue ramp to start in the fourth quarter.
Product tightness
1 video · 4mBofA sees real shortages in refined products and says physical ship flow is the normalization test.
The shortage is in products, not crude
BofA commodities head Francisco Blanch says crude supply is adequate for now but diesel, gasoline, and global gas face genuine shortages.
Model rotation
2 videos · 6mDeepwater exited Google as Meta moved a capable model onto one local GPU.
Deepwater exited Alphabet after holding it for over a year
Doug Clinton says Deepwater fully exited its Alphabet position after holding it for more than a year.
Meta's new model can run on one GPU
Bloomberg says Meta's Muse Glimmer model can run on a laptop with a single GPU rather than a large data-center cluster.
Intel is using a $15B stock offering to fund AI demand
Bloomberg reports that Intel is raising $15 billion through common stock to help meet growing AI-product demand.